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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,586 | $88,754-89.2% | $81,820-88.3% | $145,877-93.4% |
| Participation rate | 92.9% | 75.1%+17.8pp | 72.4%+20.5pp | 80.3%+12.6pp |
| Annual return | 13.56% | 1031.77%-1018.2pp | 777.93%-764.4pp | 551.28%-537.7pp |
| Employer contribution / active EE | $1,204 | $3,085-61.0% | $2,915-58.7% | $4,663-74.2% |
| Participant deferral / active EE | $1,371 | $4,648-70.5% | $4,323-68.3% | $6,691-79.5% |
| Admin fee / account holder | $99 | $8,424-98.8% | $7,391-98.7% | $13,402-99.3% |